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15min chapter
The Battle for Pfizer Begins
The Compound and Friends
Pfizer's Financial Turmoil and Strategic Shift
This chapter examines Pfizer's investment strategies under current leadership, highlighting its focus on acquiring mid to late-stage drug developments while facing scrutiny over its dividend sustainability amid cash flow challenges. With pressures from activist investors like Starboard Value, the discussion explores the potential risks that could arise from leadership changes and corporate restructuring. Additionally, it delves into recent missteps and tensions within the company, reflecting on broader employee dissatisfaction and the chaotic nature of Wall Street dealings.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode